Investors are missing a big opportunity to profit from the energy transition because they have an outdated view of the metals and mining industry, according to one of the sector’s most influential investors.
Industry executives, analysts and specialist investors have for several years been predicting a bull market as the shift to a lower-carbon economy drives a wave of demand for the metals needed for electricity grids, electric-vehicle batteries and solar panels. Yet while prices rallied sharply in the rebound from the Covid pandemic, they have stagnated in the past year.
Hambro was an influential critic of miners’ overspending in the last boom, and he doesn’t want them to restart the era of profligacy even as he predicts a coming supply shortage.
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Fonte: MiningWeeklyAUS - 🏆 233. / 63 Consulte Mais informação »
Fonte: WSJ - 🏆 98. / 63 Consulte Mais informação »